Financial Solutions Advisor: Client-Focused Investment Planner

Bank of America; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America in New York is seeking a Client Advisor to help clients plan financial futures by building brokerage plans with stocks, bonds, mutual funds, and other banking solutions. You will identify client needs, make strategic recommendations, and refer to appropriate specialists to manage risk and grow client relationships.

The role demands licenses, bilingual Spanish, and a strong ability to juggle multiple tasks in a fast-paced environment.

Qualifications

• Must obtain required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.
• Bilingual Spanish.

Responsibilities

• Works with clients to plan financial goals by building brokerage plans with stocks, bonds, mutual funds, and managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America in New York is seeking a Client Advisor to help clients plan financial futures by building brokerage plans with stocks, bonds, mutual funds, and other banking solutions. You will identify client needs, make strategic recommendations, and refer to appropriate specialists to manage risk and grow client relationships.

The role demands licenses, bilingual Spanish, and a strong ability to juggle multiple tasks in a fast-paced environment.